How to Filter Tasks and Manage Task Views in Hubspot

Staying on top of daily work in Hubspot is much easier when you know how to filter tasks and save reusable task views. This guide walks you through every option available in the tasks tool so you can quickly find the right work, focus on priorities, and build consistent workflows for your team.

Accessing the tasks tool in Hubspot

Before you can filter or create views, you need to open the main tasks area in your account.

1. Sign in to your Hubspot account.
2. In the main navigation bar, go to Sales > Tasks or Service > Tasks, depending on your subscription and layout.
3. Confirm that you are on the Table or Board tab, depending on how you prefer to see your tasks.

All filtering and view management happens from this central tasks screen.

Understanding default task views in Hubspot

The tasks screen includes several default views that help you get started instantly.

• All tasks: shows every task you can access.
• My tasks: only tasks assigned to you.
• Queue views: if you use queues, each queue has its own filter option.
• Due today / Overdue: quickly focus on time-sensitive work.

Use these system views as a baseline before building more advanced custom views in Hubspot.

Using filters to refine tasks in Hubspot

The filter bar at the top of the tasks table is where you define which tasks should appear. You can combine multiple filters to create very specific lists.

Core filter types in Hubspot tasks

Commonly used task filters include:

• Assignee: show tasks owned by specific users or teams.
• Due date: filter by today, this week, next week, or a custom date range.
• Priority: narrow to high, medium, or low priority.
• Queue: show only tasks that belong to one or more selected queues.
• Type: call, email, to-do, or other custom task types.
• Status: open, completed, or other status options.

You can also use task properties such as associated company, associated deal, or other custom properties installed in your Hubspot account.

Steps to apply task filters

1. Open the tasks page in Hubspot.
2. Click Add filter in the filter bar.
3. Select the task property you want to filter by.
4. Choose the filter condition, such as is any of, is unknown, or is between.
5. Enter or select values, then click Apply filter.

You can repeat these steps to layer multiple criteria and create precise lists of tasks.

Creating custom task views in Hubspot

Once you have the filters you need, you can save them as a reusable view. This saves time and ensures your team works from the same definitions.

How to save a filtered view

1. Configure all desired filters in the tasks tool.
2. Confirm that the table shows exactly the tasks you expect.
3. In the upper left, click the current view name, then select Save view.
4. Choose Save as new.
5. Give the view a clear name that describes the purpose, such as My high priority calls this week.
6. Set sharing options for who can access the view.
7. Click Save.

Your new view appears in the views dropdown so you can return to it quickly whenever you open Hubspot tasks.

Sharing task views across your Hubspot team

When saving a view, you can control visibility:

• Private: only you can see and use the view.
• Team: share with specific teams, useful for sales or service segments.
• Everyone: make the view available to the entire Hubspot account.

Use shared views to standardize how managers and reps track pipeline work, follow-ups, and service backlogs.

Managing columns and sorting in Hubspot task views

Views are not only about filters. Column selection and sort order also define how useful a view is in everyday work.

Customizing columns

1. Open your desired task view in Hubspot.
2. Click Edit columns above the table.
3. Use the search bar to find task properties you want to display.
4. Select or deselect properties such as Due date, Priority, Associated deal, or Owner.
5. Drag properties to reorder columns and set the layout you prefer.
6. Click Save to apply the changes to the current view.

Each view can have its own column setup, making it easy to tailor layouts for different task workflows in Hubspot.

Sorting tasks

To sort tasks inside any view:

1. Hover over a column header, such as Due date or Priority.
2. Click once to sort ascending.
3. Click again to sort descending.

The sort order is saved with the view, so whenever you open that Hubspot task view again, the tasks will appear in the same order.

Working with the Hubspot tasks board view

In addition to the table layout, you can manage tasks using a board view organized by status columns.

1. Open the tasks tool.
2. Select the Board tab at the top of the screen.
3. Review tasks grouped in columns by status, such as Not started, In progress, and Completed.
4. Drag and drop tasks between columns to update status quickly.

Filters and views also apply to the board, so you can combine a visual layout with targeted views in Hubspot.

Editing, renaming, and deleting task views in Hubspot

As your processes change, you may need to adjust or remove existing views.

Editing an existing view

1. Open the view you want to modify.
2. Change filters, columns, or sorting as needed.
3. Click the view name and choose Save to update the current view, or Save as new to create a separate view.

Renaming or deleting a view

1. Click the view dropdown in the tasks tool.
2. Hover over the view you want to change.
3. Click the Actions menu (often represented by three dots).
4. Select Rename to update the view name, or Delete to remove the view.

Only users with proper permissions can delete shared views in Hubspot.

Best practices for task views in Hubspot

• Create focused views: avoid adding too many filters so that critical tasks do not disappear unintentionally.
• Standardize names: use naming conventions like “Sales – New leads today” or “Support – Priority tickets”.
• Limit shared views: too many shared views can overwhelm new users in Hubspot.
• Review regularly: check saved views quarterly to retire outdated ones.

Where to learn more about Hubspot task tools

For full technical details and the latest product screenshots, review the official documentation on the Hubspot knowledge base: Filter tasks and manage task views.

If you need hands-on consulting to structure task workflows, automation, and reporting, you can also work with specialists via Consultevo, which helps teams implement scalable CRM processes.

By mastering filters, custom views, and layout controls in the tasks tool, you can turn Hubspot into a reliable daily command center for both individual users and large teams.

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